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Download Now: The Balanced Scorecard in Excel Template

Make This 1-Page, No Nonsense Scorecard Your Own

Balanced Scorecard Excel TemplateYou want to implement a successful strategic framework throughout your organization, and you’ve heard that the Balanced Scorecard is one of the most popular choices. Balanced scorecard software is an excellent option, but perhaps you want to build a simple scorecard before you commit to a long-term solution—so we’ve provided one for you. 

Learn the framework thousands of organizations use to succeed. When you’re done filling out this simple, easy-to-use template, you’ll be able to:

  • Better understand what an Excel Balanced Scorecard template can help you with (and what it won’t help you do).
  • Visualize the correlation between your measures and objectives so you can ensure that they’re in line with your strategy.
  • Track your KPI targets and actuals to see if you’re on track to meet your goals.

Download this template now as a step toward strategic success.

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What is a Balanced Scorecard, exactly? 


The Balanced Scorecard (or BSC) is a framework used for tracking and managing an organization's strategy. It includes objectives, measures and initiatives, broken down into four categories (financial, customer, process and people) to ensure that the strategy includes all key components for steering the organization to success. 

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Why should I use ClearPoint's Balanced Scorecard Excel Template?


We created this template based on our years of experience working with organizations to build their scorecards. It's a great starting point for any organization interested in figuring out if the BSC is the best framework for managing their strategy. Some of our favorite features include:

  • Step-by-step instructions for setting up your scorecard.
  • The ability to track objectives, measures and initiatives in one place.
  • Red, yellow and green status colors to make it easy to view the overall progress and health of your strategy.
  • Automatic upload of the Excel template to ClearPoint's Balanced Scorecard software.

Our template is based on the scorecards built by organizations who excel at strategy execution. Make progress on your strategy execution journey today by downloading the Excel template now.

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